Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/18 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 105
- 較 2021 年第 4 季 −1
- 總值
- $2.13 億
- 較 2021 年第 4 季 +$1,390 萬 (+7.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 218 | $1.15 億 | 54.2% | −1−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 52,532 | $917.3 萬 | 4.3% | −82−0.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 41,347 | $732.8 萬 | 3.4% | +78+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,308 | $426.4 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,405 | $424.7 萬 | 2.0% | −786−7.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 82,665 | $404.6 萬 | 1.9% | −1,679−2.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,243 | $328.6 萬 | 1.5% | −44−0.6% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 27,579 | $279.5 萬 | 1.3% | +1,602+6.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,019 | $247.2 萬 | 1.2% | −49−0.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,246 | $220.4 萬 | 1.0% | +622+11.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,881 | $197.9 萬 | 0.9% | −18−0.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 29,208 | $196.0 萬 | 0.9% | −690−2.3% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 22,806 | $146.6 萬 | 0.7% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 12,433 | $133.4 萬 | 0.6% | −151−1.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,646 | $132.2 萬 | 0.6% | −24−0.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 25,642 | $127.1 萬 | 0.6% | −103−0.4% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 22,254 | $122.1 萬 | 0.6% | −974−4.2% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 7,939 | $121.3 萬 | 0.6% | +5+0.1% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 22,417 | $119.4 萬 | 0.6% | −26−0.1% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,814 | $114.7 萬 | 0.5% | −83−1.2% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 11,085 | $112.9 萬 | 0.5% | +1,704+18.2% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,269 | $110.7 萬 | 0.5% | −142−1.0% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 8,357 | $110.1 萬 | 0.5% | −106−1.3% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 12,428 | $103.6 萬 | 0.5% | +878+7.6% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 20,315 | $103.5 萬 | 0.5% | +20,315 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 8,082 | $100.6 萬 | 0.5% | +1,100+15.8% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 8,194 | $100.0 萬 | 0.5% | +2,646+47.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,074 | $99.7 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 903 | $97.3 萬 | 0.5% | −40−4.2% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,901 | $95.3 萬 | 0.4% | −126−1.3% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,839 | $94.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 6,195 | $92.2 萬 | 0.4% | +119+2.0% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,919 | $91.4 萬 | 0.4% | +241+3.6% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 3,200 | $91.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 32,740 | $84.5 萬 | 0.4% | +74+0.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,525 | $81.2 萬 | 0.4% | −112−1.5% | 減碼 | – |
| NFLXNetflix Inc | Stock | 2,021 | $75.7 萬 | 0.4% | +19+0.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,528 | $75.3 萬 | 0.4% | +36+0.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,773 | $70.7 萬 | 0.3% | +927+13.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,579 | $70.4 萬 | 0.3% | −34−1.3% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 13,376 | $69.2 萬 | 0.3% | +800+6.4% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,950 | $68.9 萬 | 0.3% | +719+9.9% | 加碼 | – |
| TFCTruist Financial Corp | COM | 11,949 | $67.8 萬 | 0.3% | +30.0% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 18,427 | $67.7 萬 | 0.3% | +241+1.3% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,952 | $67.1 萬 | 0.3% | +29+1.0% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 17,591 | $65.9 萬 | 0.3% | +9+0.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 26,539 | $62.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 1,898 | $61.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 5,698 | $59.6 萬 | 0.3% | −60−1.0% | 減碼 | – |
| INTCIntel Corp | Stock | 11,759 | $58.3 萬 | 0.3% | −1,045−8.2% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,228 | $53.2 萬 | 0.2% | +68+0.9% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 691 | $52.8 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,766 | $52.3 萬 | 0.2% | +44+0.9% | 加碼 | – |
| CVXChevron Corp | Stock | 3,184 | $51.8 萬 | 0.2% | −199−5.9% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $50.2 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 2,201 | $48.8 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,922 | $48.3 萬 | 0.2% | +92+2.4% | 加碼 | – |
| DISWalt Disney Co | Stock | 3,502 | $48.0 萬 | 0.2% | +6+0.2% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,418 | $44.4 萬 | 0.2% | +2,048+60.8% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,000 | $43.8 萬 | 0.2% | −590−9.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,221 | $43.7 萬 | 0.2% | +6+0.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,619 | $42.5 萬 | 0.2% | +84+1.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,259 | $42.2 萬 | 0.2% | +12+0.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,540 | $42.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,502 | $40.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,514 | $40.4 萬 | 0.2% | −90−1.4% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,010 | $39.1 萬 | 0.2% | −173−2.8% | 減碼 | – |
| RTXRTX Corp | Stock | 3,922 | $38.9 萬 | 0.2% | −284−6.8% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,881 | $36.9 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 21,529 | $36.4 萬 | 0.2% | +617+3.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 2,694 | $36.2 萬 | 0.2% | +125+4.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,131 | $35.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,616 | $34.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,323 | $33.8 萬 | 0.2% | +111+1.5% | 加碼 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,148 | $33.2 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 10,675 | $33.2 萬 | 0.2% | −265−2.4% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,190 | $32.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,537 | $31.5 萬 | 0.1% | −289−6.0% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,112 | $31.4 萬 | 0.1% | +2+0.1% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,812 | $31.0 萬 | 0.1% | +2,812 | 新進 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 5,018 | $30.6 萬 | 0.1% | −4−0.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 6,527 | $30.4 萬 | 0.1% | +6,527 | 新進 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,706 | $30.3 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,306 | $29.1 萬 | 0.1% | +29+2.3% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 3,385 | $28.8 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 13,173 | $27.8 萬 | 0.1% | −6,694−33.7% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,386 | $26.7 萬 | 0.1% | +445+9.0% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 4,443 | $26.4 萬 | 0.1% | −726−14.0% | 減碼 | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,022 | $24.8 萬 | 0.1% | +18+0.1% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,292 | $24.6 萬 | 0.1% | −107−4.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 2,055 | $24.4 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| Global X FDS37954Y731 | CONSCIOUS COS | 7,499 | $24.3 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,189 | $24.2 萬 | 0.1% | +3,189 | 新進 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,981 | $24.0 萬 | 0.1% | −222−10.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,074 | $23.9 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,513 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 11,277 | $23.6 萬 | 0.1% | −2,946−20.7% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 1,204 | $22.9 萬 | 0.1% | +1,204 | 新進 | 歷史 |
| HXLHexcel Corp | COM | 3,827 | $22.8 萬 | 0.1% | +3,827 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 970 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（9 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GMGeneral Motors Co | COM | 7,186 | $42.1 萬 | 0.2% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 12,598 | $26.9 萬 | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 11,118 | $24.3 萬 | 0.1% | – |
| BNYBank of New York Mellon Corp | Stock | 3,931 | $22.8 萬 | 0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 2,711 | $21.9 萬 | 0.1% | 歷史 |
| AWRAmerican States Water Co | COM | 2,000 | $20.7 萬 | 0.1% | 歷史 |
| SLABSilicon Laboratories Inc. | Stock | 1,000 | $20.6 萬 | 0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,720 | $20.0 萬 | 0.1% | 歷史 |
| ADILAdial Pharmaceuticals, Inc. | COM | 15,200 | $4.10 萬 | <0.1% | 歷史 |